Скачать или смотреть Invoicing and Collecting Payments – Zoho FSM Mobile App for Field Agents

In this video, learn how to create invoices and record payments directly from the Zoho FSM mobile app—speeding up billing and eliminating the back-and-forth with your dispatcher.

We’ll cover:
✔️ Generating invoices from a Work Order or the Billing section
✔️ Selecting services and parts, adding discounts, and generating drafts
✔️ Sending invoices via email or marking them as sent
✔️ Recording offline payments and handling partial payments
✔️ Payment modes, transaction details, and status updates

Streamline your billing process on the go. Please note: Limited Field Agents will not have access to invoicing and payment features.

📺 Full Course Playlist:    • User Guide to Zoho FSM Mobile App for Fiel...  

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